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Join nowHello,
I have created a QBO Accountant account and connected to my bank account. But then I realized that I wanted to connect it to another bank account, so I made the changes and selected the correct bank account. The problem now is that I still see in the list of transactions to match, all of the transactions from the first bank account that I though I disconnected. Is there a way to remove them?
Thank you,
Solved! Go to Solution.
Hello @Mebs1, I'll help remove your transactions.
You can exclude all your bank transactions downloaded to the incorrect bank account. This way, we can start removing or deleting them from the Excluded tab. I'll show you how.
In addition, here's an article you can read to learn more about excluding your bank transactions: Exclude Expenses from Downloaded Bank Transactions in QuickBooks Online.
From here, go ahead and delete them by following the steps below:
Lastly, I've got you this helpful article for ideas about reviewing transactions in your bank account register: Find, Review, Edit Transactions and Use account Registers in QuickBooks Online.
I've got you covered if you have any other questions about online banking and downloaded transactions. Let me know by leaving a comment using the Reply option below. Take care always!
Hello @Mebs1, I'll help remove your transactions.
You can exclude all your bank transactions downloaded to the incorrect bank account. This way, we can start removing or deleting them from the Excluded tab. I'll show you how.
In addition, here's an article you can read to learn more about excluding your bank transactions: Exclude Expenses from Downloaded Bank Transactions in QuickBooks Online.
From here, go ahead and delete them by following the steps below:
Lastly, I've got you this helpful article for ideas about reviewing transactions in your bank account register: Find, Review, Edit Transactions and Use account Registers in QuickBooks Online.
I've got you covered if you have any other questions about online banking and downloaded transactions. Let me know by leaving a comment using the Reply option below. Take care always!
Thank you so much !
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